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Milestone Investment Advisors’s Lincoln Electric LECO Stock Holding History

Milestone Investment Advisors’s Portfolio LECO Stock Details LECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-15
Closed -$2.73K – 290
2023
Q3 		$2.73K Buy
+15
New +$2.87K ﹤0.01% 350
2023
Q2 		– Sell
-15
Closed -$2.54K – 286
2023
Q1 		$2.54K Buy
+15
New +$2.47K ﹤0.01% 357

Other funds holding LECO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Milestone Investment Advisors's LECO Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Lincoln Electric (LECO) in Q4 2023, closing a stake of 15 shares — an estimated $2.73K sold.

Milestone Investment Advisors first reported a position in LECO in Q1 2023 and held it in 2 quarters. The position peaked at $2.73K in Q3 2023. 530 funds tracked by Wall St. Rank hold LECO as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Lincoln Electric position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 15 Lincoln Electric shares in Q4 2023, an estimated $2.73K.
  • Milestone Investment Advisors first reported a position in Lincoln Electric in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Lincoln Electric position peaked at $2.73K in Q3 2023.
  • 530 funds tracked by Wall St. Rank held Lincoln Electric as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.